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Welcome to our Sector Comparison Page. On this page we will select a specific sector on industry on the JSE and compare the share price performance of various shares listed within each of these sectors on an interactive graphic that allows readers to change the dates and the graphic then recalculates the share price returns based on the starting and end date supplied.
Please note all data currently obtained from PSG-online. Visit them at www.psg.co.za |
JSE ALSI vs Mid Caps and Small Caps Indices
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11 May 2020: Ford vs Ferrari stock price performance
While they might be rivals on the race track and there was recently a big screen movie made called Ford vs Ferrari, there is absolutely no contest when it comes to the stock price performance of Ford vs Ferrari. The image below shows the stock price returns of both Ford and Ferrari from the start of 2016. And as it shows the stock price of Ferrari has surged while the stock of Ford has lanquished.
Ford vs Ferrari stock price performance
Since the start of 2016, the stock of Ferrari has returned 235.6% while the stock of Ford has declined by -62.5% over the same time period. An extraordinary difference in the performance of the two car manufacturers.
23 April 2020: MTN share price queries vs Vodacom share price queries
So today we decided not to do a stock price comparison but rather a comparison of the number of Google queries for MTN Share Price compared to Vodacom share price. And from the graphic below obtained from Google Trends it is clear that there are far more searches for MTN's share price than that of Vodacom. So either more people are invested in MTN and has an interest in its stock price, or more people are interested in buying MTN shares, or the more volatile behaviour of MTN's share price has lead to more queries regarding MTN's stock price.
10 March 2020: Dow Jones Industrial Average vs S&P 500 vs Nasdaq recent performance
The interactive chart below shows the Dow Jones Industrial Average index performance over the last month. As soon as a reader clicks on the S&P 500 and/or the Nasdaq the interactive graphic recalculates and shows the returns provided by the selected indices over the period selected by the user (base is 1 month). Readers can select their own dates (within the last 10 years) or can select from our predefined dates under the zoom category.
The image below shows the returns provided by the Dow Jones, S&P 500 and the Nasdaq over the last 12 months. And from the image below it is pretty clear that all the gains made by these indices in the last 12 months has been all but wiped out in the last couple of weeks as fears surrounding the Coronavirus grips world markets and the oil price plummeted as Saudi Arabia started a oil price war due to Russia not wanting to agree to cut production to support oil prices. The Saudi's are now looking to strong arm the Russians into agreement of cutting production by forcing prices down and economically hurting the Russians who's base cost for crude extraction is far higher than that of Saudi Arabia, basically Saudi Arabia can survive with lower oil prices a lot easier than Russia. Now these events sent markets into free fall and the graphic above and image below is proof of this
Dow Jones Industrial Average vs S&P 500 vs Nasdaq performance over the last 12 months
The summary below shows the returns provided by the Dow Jones, S&P 500 and the Nasdaq over the last 12 months:
- Dow Jones: -7.73%
- S&P 500: -2.69%
- Nasdaq: 3.41%
24 June 2019: Woolworths (WHL) vs Foshini (FOS) vs Mr Price (MRP)
In today's sector comparison page update we take a look at three of the main clothing retailers listed on the Johannesburg Stock Exchange (JSE) and they are:
And while they mostly seen as clothing retailers, these days they all sell other products such as house and home accessories, or Woolies with their Woolies Foods stores (which makes up a significant chunk of their revenues these days). So how does their share price performance over the last two years compare with one another? The interactive graphic below shows the share price performance of the three companies over the last two years.
Readers can click on the name of the various companies to add them to the graphic, and then select the time periods they want to compare these shares too, or enter particular dates in the graphic (within the last two years), or adjust the zoom scroll bar at the bottom and the graphic automatically calculates the returns for the time periods selected or provided by readers and shows the returns over the particular period next to the company name at the top of the graphic.
Below the graphic we provide a brief summary of the various companies share price performance over various periods.
- Woolworths (WHL)
- Foshini (FOS)
- Mr Price (MRP)
And while they mostly seen as clothing retailers, these days they all sell other products such as house and home accessories, or Woolies with their Woolies Foods stores (which makes up a significant chunk of their revenues these days). So how does their share price performance over the last two years compare with one another? The interactive graphic below shows the share price performance of the three companies over the last two years.
Readers can click on the name of the various companies to add them to the graphic, and then select the time periods they want to compare these shares too, or enter particular dates in the graphic (within the last two years), or adjust the zoom scroll bar at the bottom and the graphic automatically calculates the returns for the time periods selected or provided by readers and shows the returns over the particular period next to the company name at the top of the graphic.
Below the graphic we provide a brief summary of the various companies share price performance over various periods.
So what kind of returns has Woolworths, Mr Price and Foshini offered shareholders over the last month?
So what kind of returns has Woolworths, Mr Price and Foshini offered shareholders over since the start of the year (Year to date ((YTD))?
So what kind of returns has Woolworths, Mr Price and Foshini offered shareholders over the last 12 months (1 year)?
The share price returns of Woolworths, Mr Price and Foshini over the last 2 years?
the above clearly shows how Foshini (FOS) and Mr Price (MRP) has outperformed Woolworths (WHL) over the last year and even more so over the last two years. This is largely due to Woolworths struggling to whip their Australian acquisitions (David Jones and Country road) into shape, and they have written down large chunks of their initial investment in these groups, hurting their financials which in turn hurts their share price. While retailers and clothing retailers are under pressure in South Africa, Foshini and Mr Price still offered investors significant returns on their share prices over the last two years, with it far outstripping inflation and the overall market returns over the same time periods.
- Woolworths: 8.84%
- Mr Price: 8.65%
- Foshini: 2%
So what kind of returns has Woolworths, Mr Price and Foshini offered shareholders over since the start of the year (Year to date ((YTD))?
- Foshini: 8.85%
- Woolworths: -11.05%
- Mr Price: -16.38%
So what kind of returns has Woolworths, Mr Price and Foshini offered shareholders over the last 12 months (1 year)?
- Foshini: 4.28%
- Mr Price: -9..82%
- Woolworths: -12.32%
The share price returns of Woolworths, Mr Price and Foshini over the last 2 years?
- Foshini: 32.18%
- Mr Price: 30.79%
- Woolworths: -21.14%
the above clearly shows how Foshini (FOS) and Mr Price (MRP) has outperformed Woolworths (WHL) over the last year and even more so over the last two years. This is largely due to Woolworths struggling to whip their Australian acquisitions (David Jones and Country road) into shape, and they have written down large chunks of their initial investment in these groups, hurting their financials which in turn hurts their share price. While retailers and clothing retailers are under pressure in South Africa, Foshini and Mr Price still offered investors significant returns on their share prices over the last two years, with it far outstripping inflation and the overall market returns over the same time periods.
23 August 2018: Vodacom vs MTN vs Blue Label Telecoms
The chart below shows the share price performance over the last 3 years for Vodacom, MTN and Blue Label Telecoms. And the returns do not look pretty. Especially for long term investors who were coining it with Blue Label until its recent slump has seen its gains made over the last couple of years wiped out in a matter of weeks.
For the a more detailed review of the chart above, see our VOD-MTN-BLU-23Aug2018 article relating to the graphic above. In short the following was written as a sumary:
So a mixed bag of returns over various periods for the three shares listed. Over the last month Vodacom has provided the best returns, MTN second best and Blue label the worst returns. However over a 1 year period, MTN provided the best returns (even though it was a negative return, it was less negative than both Vodacom and Blue Label telecoms). And over a 3 year period MTN had by far the worst performance of the three companies, with Blue label telecoms have the second worst returns and Vodacom the best returns of the three companies (even though its returns over a three year period was still negative).
So a mixed bag of returns over various periods for the three shares listed. Over the last month Vodacom has provided the best returns, MTN second best and Blue label the worst returns. However over a 1 year period, MTN provided the best returns (even though it was a negative return, it was less negative than both Vodacom and Blue Label telecoms). And over a 3 year period MTN had by far the worst performance of the three companies, with Blue label telecoms have the second worst returns and Vodacom the best returns of the three companies (even though its returns over a three year period was still negative).
22 May 2018: Construction industry in the dumps
The chart below shows some of the main listed construction companies in South Africa and their share price performance over the last 3 years. And it doesnt matter what time frame users select on the left hand side of the graphic, the returns from Group 5 is absolutely nothing to write home about. The fortunes of Murray and Roberts (MUR) and Stefanutti Stocks (SSK) shareholders are a little better for some of the time frames. Over the last 3 years, only MUR has given investors a positive return, while Aveng and Group 5 has lost investors almost all their money over a 3 year period.
Below a few images showing the returns of the four above mentioned construction companies over the last 12 months and over the last 3 years.
1 month return |
3 year return |
The returns achieved over the last month for the stocks are as follows:
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The returns achieved over the last 3 years for the stocks are as follows:
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From the above it looks like we should do a comparison graph between Steinhoff and Group 5 to see which company loses money for investors the fastest. Group 5 is in serious trouble, and their share price shows it. And they are not alone, Aveng is pretty much on the same footing as Group 5. Will these two former construction giants in South Africa collapse? A total lack of gross fixed capital formation (or investment into fixed assets such as new buildings, factories, roads etc.) is not helping the local construction companies. It is no surprise then that more and more of the local construction companies are looking for work up into Africa, or acquiring construction companies already active on further up in the African continent
29 November 2018: Giving South African readers a taste of US food foods (and drinks) stores
n today's update we take a look at the share price performance of some of the largest fast food/takeaway brands listed on the New York Stock Exchange (NYSE). We will take a look at the share price performance of the following shares for the last 10 years:
Mcdonalds:
McDonald's was founded in 1940 as a restaurant operated by Richard and Maurice McDonald, in San Bernardino, California, USA. They rechristened their business as a hamburger stand. The first time a McDonald's franchise used the Golden Arches logo was in 1953 at the opening of Phoenix, Arizona, USA. In 1955, Ray Kroc, a businessman, joined the company as a franchise agent and proceeded to purchase the chain from the McDonald brothers. McDonald's had it's original headquarters in Oak Brook, Illinois,USA, but has approved plans to move its global headquarters to Chicago by 2018.[3][4]
McDonald's remains one of the world's largest restaurant chains, serving over 69 million customers daily in over 100 countries[5] across approximately 36,900 outlets as of 2016.[6] Although McDonald's is known for its hamburgers, they also sell cheeseburgers, chicken products, french fries, breakfast items, soft drinks, milkshakes, wraps, and desserts. In response to changing consumer tastes and in response to negative backlash at towards the unhealthiness of their food,[7] the company has added to its menu salads, fish, smoothies, and fruit. The McDonald's Corporation revenues come from the rent, royalties, and fees paid by the franchisees, as well as sales in company-operated restaurants. According to a BBC report published in 2012, McDonald's is the world's second largest private employer (behind Walmart with 1.9 million employees), 1.5 million of whom work for franchises.
Source: Wikipedia
Yum Brands:
Yum! Brands, Inc., or Yum! and formerly Tricon Global Restaurants, Inc., is an American fast food company. A Fortune 500 corporation, Yum! operates the brands Taco Bell, KFC, Pizza Hut, and WingStreet worldwide, except in China, where the brands are operated by a separate company, Yum China. Prior to 2011, Yum! owned Long John Silver's and A&W Restaurants. Based in Louisville, Kentucky, it is one of the world's largest fast food restaurant companies in terms of system units—with 43,617 restaurants (including 2,859 that are company-owned and 40,758 that are franchised) around the world in over 135 countries and territories.[3]
Source: Wikipedia
Starbucks:
According to the company's website "Starbucks is the premier roaster, marketer and retailer of specialty coffee in the world, operating in 68 countries. Formed in 1985, Starbucks Corporation’s common stock trades on the NASDAQ Global Select Market ("NASDAQ") under the symbol "SBUX." We purchase and roast high-quality coffees that we sell, along with handcrafted coffee, tea and other beverages and a variety of fresh food items, including snack offerings, through company-operated stores. We also sell a variety of coffee and tea products and license our trademarks through other channels such as licensed stores, grocery and foodservice accounts. In addition to our flagship Starbucks Coffee brand, we sell goods and services under the following brands: Teavana, Tazo, Seattle’s Best Coffee, Evolution Fresh, La Boulange and Ethos."
Wendy's:
Wendy's opened their first fast food burger outlet in 1969 in Columbus, Ohio. They listed in 1976 on the NASDAQ by 1978 they had 1000 stores open. In 1982 Wendy's was listed on the NYSE with the share code WEN. Come 2011 Wendy's moves back to listing in the NASDAQ.
Wendy's currenly has 6 537 outlets open across the world. They have a market capital of $3.4billion and in 2016 average annual sales per restuarant in the USA amounted to $1.57million.
Chipoltle:
Chipotle is a largely Mexican based grill fast food outlet based on the USA. According to their website "When Chipotle opened its first restaurant in 1993, the idea was simple: show that food served fast didn't have to be a “fast-food” experience. Using high-quality raw ingredients, classic cooking techniques, and distinctive interior design, we brought features from the realm of fine dining to the world of quick-service restaurants.
Over 23 years later, our devotion to seeking out the very best ingredients we can--raised with respect for animals, farmers, and the environment--remains at the core of our commitment to Food With Integrity. And as we've grown, our mission has expanded to ensuring that better food is accessible to everyone."
- Mcdonalds
- Yum Brands
- Starbucks
- Wendy's
- Chipoltle
Mcdonalds:
McDonald's was founded in 1940 as a restaurant operated by Richard and Maurice McDonald, in San Bernardino, California, USA. They rechristened their business as a hamburger stand. The first time a McDonald's franchise used the Golden Arches logo was in 1953 at the opening of Phoenix, Arizona, USA. In 1955, Ray Kroc, a businessman, joined the company as a franchise agent and proceeded to purchase the chain from the McDonald brothers. McDonald's had it's original headquarters in Oak Brook, Illinois,USA, but has approved plans to move its global headquarters to Chicago by 2018.[3][4]
McDonald's remains one of the world's largest restaurant chains, serving over 69 million customers daily in over 100 countries[5] across approximately 36,900 outlets as of 2016.[6] Although McDonald's is known for its hamburgers, they also sell cheeseburgers, chicken products, french fries, breakfast items, soft drinks, milkshakes, wraps, and desserts. In response to changing consumer tastes and in response to negative backlash at towards the unhealthiness of their food,[7] the company has added to its menu salads, fish, smoothies, and fruit. The McDonald's Corporation revenues come from the rent, royalties, and fees paid by the franchisees, as well as sales in company-operated restaurants. According to a BBC report published in 2012, McDonald's is the world's second largest private employer (behind Walmart with 1.9 million employees), 1.5 million of whom work for franchises.
Source: Wikipedia
Yum Brands:
Yum! Brands, Inc., or Yum! and formerly Tricon Global Restaurants, Inc., is an American fast food company. A Fortune 500 corporation, Yum! operates the brands Taco Bell, KFC, Pizza Hut, and WingStreet worldwide, except in China, where the brands are operated by a separate company, Yum China. Prior to 2011, Yum! owned Long John Silver's and A&W Restaurants. Based in Louisville, Kentucky, it is one of the world's largest fast food restaurant companies in terms of system units—with 43,617 restaurants (including 2,859 that are company-owned and 40,758 that are franchised) around the world in over 135 countries and territories.[3]
Source: Wikipedia
Starbucks:
According to the company's website "Starbucks is the premier roaster, marketer and retailer of specialty coffee in the world, operating in 68 countries. Formed in 1985, Starbucks Corporation’s common stock trades on the NASDAQ Global Select Market ("NASDAQ") under the symbol "SBUX." We purchase and roast high-quality coffees that we sell, along with handcrafted coffee, tea and other beverages and a variety of fresh food items, including snack offerings, through company-operated stores. We also sell a variety of coffee and tea products and license our trademarks through other channels such as licensed stores, grocery and foodservice accounts. In addition to our flagship Starbucks Coffee brand, we sell goods and services under the following brands: Teavana, Tazo, Seattle’s Best Coffee, Evolution Fresh, La Boulange and Ethos."
Wendy's:
Wendy's opened their first fast food burger outlet in 1969 in Columbus, Ohio. They listed in 1976 on the NASDAQ by 1978 they had 1000 stores open. In 1982 Wendy's was listed on the NYSE with the share code WEN. Come 2011 Wendy's moves back to listing in the NASDAQ.
Wendy's currenly has 6 537 outlets open across the world. They have a market capital of $3.4billion and in 2016 average annual sales per restuarant in the USA amounted to $1.57million.
Chipoltle:
Chipotle is a largely Mexican based grill fast food outlet based on the USA. According to their website "When Chipotle opened its first restaurant in 1993, the idea was simple: show that food served fast didn't have to be a “fast-food” experience. Using high-quality raw ingredients, classic cooking techniques, and distinctive interior design, we brought features from the realm of fine dining to the world of quick-service restaurants.
Over 23 years later, our devotion to seeking out the very best ingredients we can--raised with respect for animals, farmers, and the environment--remains at the core of our commitment to Food With Integrity. And as we've grown, our mission has expanded to ensuring that better food is accessible to everyone."
Mcdonalds vs Chipotle vs Starbucks vs Yum Brands vs Wendy's graphic
The graphic below shows the 10 year share price history and performance of Mcdonalds, Chipotle, Yum Brands, Wendy's and Starbuck. Note all data obtained from http://www.macrotrends.net